We are live on ! Find out more
SMOT icon

VanEck Morningstar SMID Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
26
Steward Partners Investment Advisory
New York
$1.44M -$55.6K -1,745 -4%
PWP
27
Pursue Wealth Partners
California
$1.36M
SI
28
Stephens Inc
Arkansas
$1.33M +$922K +28,918 +283%
WWM
29
Western Wealth Management
Colorado
$1.23M +$577K +18,109 +101%
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$1.08M +$25.5K +800 New
EH
31
Equitable Holdings
New York
$1.08M +$95.5K +2,994 +10%
BFA
32
Beaumont Financial Advisors
Massachusetts
$1.06M +$87.5K +2,746 +10%
LSPW
33
Lake Street Private Wealth
Illinois
$1.03M +$601K +18,850 +165%
HighTower Advisors
34
HighTower Advisors
Illinois
$986K +$198K +6,218 +27%
CIAS
35
Capital Investment Advisory Services
North Carolina
$871K -$322K -10,111 -28%
ATC
36
Argent Trust Co
Tennessee
$762K +$132K +4,150 +23%
AWA
37
Acorn Wealth Advisors
Michigan
$734K +$274K +8,600 +67%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$691K +$190K +5,962 +42%
VF
39
VitalStone Financial
Texas
$656K -$37.3K -1,170 -6%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$632K -$276K -8,649 -32%
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$618K -$49.5K -1,553 -8%
IWM
42
IHT Wealth Management
Illinois
$599K +$560K +17,575 New
AMBIA
43
Allen Mooney & Barnes Investment Advisors
Georgia
$559K +$542K +17,015 New
BWP
44
Balboa Wealth Partners
Arizona
$541K +$203K +6,381 +67%
CFS
45
Coordinated Financial Services
Colorado
$511K +$477K +14,971 New
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$510K -$2.37M -74,184 -83%
TPWA
47
TRUE Private Wealth Advisors
Oregon
$472K +$442K +13,852 New
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$464K +$120K +3,758 +38%
AA
49
Ancora Advisors
Ohio
$461K
BCI
50
Brinker Capital Investments
Pennsylvania
$457K -$1.14M -35,671 -73%